Filed January 15, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,017 | $51,045+352.6% | $70,515+227.6% | $71,457+223.3% |
| Participation rate | 97.9% | 59.4%+38.5pp | 68.3%+29.6pp | 67.9%+30.0pp |
| Annual return | 3.03% | 42.63%-39.6pp | 32.77%-29.7pp | 28.85%-25.8pp |
| Employer contribution / active EE | $18,054 | $1,790+908.5% | $2,973+507.2% | $2,588+597.7% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,994-100.0% | $6,412-100.0% | $1,587-100.0% |